Competitive edge

qonTango provides integrated sales engine to manage new business from harvesting massive leads.
Processintelligently from cold calls to prospects to Clients.

Trust Accounting

No need for third party accounting software Built in trust accounting for remits based on
offset, No-offset,Gross. Cut remit checks
and process invoices.

Online Client Access

Provide 24/7 access to your clients to view their placements and collection recovery
with advanced analytics.

Welcome to qonTango

Enterprise Class Collection management and debt recovery system

qonTango is an enterprise class Collection Management and Debt Recovery System.
This is an integrated end-to-end solution that comprehensively addresses the challenges faced by a collection agency.
It streamlines the entire spectrum of mission critical functions by automating work flows and processes.
It covers all aspects of modern day collection business and lets you focus on decision making by implementing focus
on decision making sales and collection strategies. It is rated as top commercial collection solution in the country
and in use by many successful debt collection organizations.

Leverage qonTango for your business !

End to End total solution to manage every facet of your organization

qonTango is an integrated enterprise class collection management software which runs your
whole enterprise on a single platform.

It is role based and provides operating interface for every staff of your business. Everyone does their job
efficiently to optimize profits.
Resulting in increased profits and improved bottom line.

It aligns with Salesperson (Frontline and Client Services), Collectors (small to large balance, Private investigators,
Skip tracers, quality control, legal ), Accounting, clerical, Managers, Directors and Clients. qonTango creates the
necessary separation of data to effectively manage the security and access to data within the business. It provides
dashboard reporting to monitor and eliminate the bottlenecks in the process to ensure smooth operation.
qonTango embeds collection best practices that lets your organization hit the ground running.

Answer: Sometimes it is required to change or adjust the amount placed etc.of an account. This can be done as follows:
Step 1. Login as a Administrator
Step 2. From Daily work Menu, select Adjustment Entries
Step 3. Browse required Debtor/Account and enter the adjustment
entry , by selecting the proper adjustment type.

Q:4 I want to increase the principle amount of a debtor account. What should I do?

Answer: Adjustment Entry screen can be used to adjust the receivables from debtor. Select Principle Amount in the adjustment code combo.

Answer: Step 1. From the Daily Work menu, select Deposit Slip Printing.
Step 2. Select Bank Name, Account Number, and Slip Number from Criteria combos and hit Execute Query button. The Deposit Slip
will show up in the grid.
Step 3. Select it and click on Print Custom Slip button.
Note: You can also print list of checks and details from this screen.

Q:7 A NEW PTA transaction was entered into the system and amount was remitted to
client (NEW ATC). I cannot enter an NSF PTA entry against the original NEW PTA
entry. What should I do?

Answer: Because the commission is remitted against the original NEW PTA entry, a simple NSF entry can not be
posted against it. Follow following steps:
Step 1. Enter an NSF PAID-PTA entry from Debtor Payment Screen.
Step 2. The above entry can be included in the next remit, and the Remit
Amount of NSF PAID PTA entry will be deducted from total Remit
Amount. (This entry can be linked with ATC or ATC-OFFSET/CTA-OFFSET).

Q:8 Client sent a cheque to agency (CTA) with less amount than the amount of Invoice. How should I enter the cheque In the system?)

Answer:
Step 1. Enter NEW OPEN-CTA transaction.
Step 2. When the check for remaining invoice amount is received, create another NEW CTA entry and link the
Invoice and the earlier NEW OPEN-CTA (entered in step 1) to it.

Q:9 How Can I remit to our Client?

Answer: There are two ways to remit your client. The first method is to create an entry manually in the Client Payment Screen for an individual client.
Step 1. You can create a NEW ATC or NEW ATC-Offset or NEW ATC-Gross entry in the client payment screen.
Step 2. It will bring all PTA’s, PTC’s [If offset Client] and Gross PTA’s [If client type is Gross].
Step 3. Select the entries from the grid which you want to link and press Ok button.
Step 4. The amount will be automatically calculated and displayed in the payment screen. Fill Trust Account Information and enter check number. And the press Save button.
Step 5. Press print button to print the check.The second method is to use Run Offset option from the Daily Work menu.
• Fill criteria like PTC and PTA date ranges for Regular and Supplementary entries (only if you are running supplementary remit) and hit execute button.
• The grid will be filled with data. One row for each client.
• Hit Run Analysis button. It will analyze the transactions of the clients and will show the analysis in the grid with
colored rows. The Blue row means a Check will be created for the client and a Green row means that invoice/statement
will be printed for the client.
• You Can Reconciles Check amount with Report Name Analysis report on Bottom Right Hand Corner
• Select Check Date at Upper Right Hand Corner.
• Generate Check (Enter Bank Name / account number / check number)

Q:10 How to enter Balance Adjustment entries?

Answer: Balance Adjustment Accounts Recveivable (BA AR):
• It can be entered thru Client Payments screen, enter Client ID,
select the TRX Code as BA AR and post the desired amount
• This entry is used to make prior balance adjustment in Accounts
Receivable & it does not affect debtor balance
• If BA AR is passed with positive (+ve) amount then It will decrease
the Accounts Receivable Totals
• If BA AR is passed with negative (-ve) amount then It will increase
the Accounts Receivable Totals
• It can be linked with CTA, ATC-Offset or CTA-Offset
Balance Adjustment Accounts Payable (BA AP):
• It can be entered thru Client Payments screen, enter Client ID, select the TRX Code as BA AP and post the desired amount
• This entry is used to make prior balance adjustment in Accounts
Payable & it does not affect debtor balance
• If BA AP is passed with positive (+ve) amount then It will increase
the Accounts Payable Totals
• If BA AP is passed with negative (-ve) amount then It will decrease
the Accounts Payable Totals
• It can be linked with CTA, ATC-Offset or CTA-Offset

Answer: Step 1. Login as a Admin/ Manager Accounts and select Check Printing or Batch Trx Printing from the daily work menu.
Step 2. Enter different criteria like date ranges. From Transaction type select ATC, ATC-Offset and ATC Gross and hit Execute button.
Step 3. It will bring your all checks. Select them and hit preview or print.

Q:13 How to print Invoice?

Answer: There are two methods. In the first method is basically bulk method:
Step 1.Select Batch Trx Printing or Check Printing from Daily Menu. Enter date range or other criteria. Check the Select all Invoices checkbox and hit execute. It will bring all the available invoices in the grid.
Step 2. Select a row in the grid and hit preview. There are two views one is Plain Paper view and another is preprinted. You can check both of them.
The other method is to load the entry in the Debtor Payment or Client Payment or Post Date Payment Entry screen (which is applicable) and then click Print button.

Q:14 I have made NSF PAID PTC. Now I want o remit that amount to client?

Answer: Enter NEW ATC-OFFSET entry and link the NSF paid PTC entry to it. This will create a check, and reduce the Accounts Receivable.

Q:15 I received NSF After Remit of a NEW PTC transaction. What should I do now?

Answer: Enter an NSF PAID PTC entry from Debtor Payment Screen. The transaction amount will be deducted from next CTA entry, if it is used along with other PTC entries, or it can be linked with ATC-OFFSET or CTA-OFFSET entry in future.

Q:16 When CTA Payment is equal or not equal to invoice(s) amount.

Answer: Payment from Client to Agency Case
Step 1: When CTA payment is equal to Invoices Amount
1. Go to Client payments
Step 2. Select the client for which you want to enter this CTA payment
Step 3. Select Trx code as NEW CTA, and click on button, this will show up all the outstanding invoice(s), select the ones you wish to and click on
Step 4. This will automatically calculate the total amount and will put in the Amount field.
Step 5. Click on Post button. This entry will be posted and invoice(s) will be marked as linked. Case
When CTA payment is NOT equal to the Invoice(s) Amount
• Go to Client payments
• Select the client for which you want to enter this CTA payment
• Select Trx code as NEW OPEN-CTA, and enter the Amount of payment, which is received.
• Click on Post. This entry will be posted and Receivable balance will be decreased.

Note: Please note that this entry is not linked to any Invoice; this is just an open CTA payment. When Agency will receive another CTA payment, enter the NEW CTA entry and link this OPEN CTA entry along with other Invoices (The amount of this Open CTA entry will be deducted from invoices amount, because client has already paid that amount)Note:
• NEW OPEN-CTA entry can be used to receive payment from client, when it is not equal to the invoices amount, and NO invoice is required to be linked with this.
• NEW OPEN-CTA entry is also incorporated in Run Offset utility accordingly.

Q:17 By mistake, I entered a NEW PTA PPA entry instead of entering NEW PTA BIF. What should I do now?

Answer: Step 1. Enter a BO PTA PPA entry and link it to the NEW PTA PPA entry.
Step 2. Then enter a NEW PTA BIF entry.

Answer: Yes, Debtor Payment or Client Payment or Post Date Entry Screen has a button. This button appears as disabled when the screen is in add new mode. Simply press Esc button on your keyboard. This will enable the preference button.

Q:20 How can I enter an NSF PTA entry?

Answer:
Step 1. From Daily work menu, select Debtor Payment option.
Step 2. Enter Debtor ID and hit tab, it will bring Debtor and client Information
Step 3. Select an NSF PTA code as follows:
• If NEW PTA PPA entry is to be NSF’d, select NSF PTA PPA
• If NEW PTA SIF entry is to be NSF’d, select NSF PTA SIF
• If NEW PTA BIF entry is to be NSF’d, select NSF PTA BIF
Step 4. Select an existing NEW PTA entry to link it with the NSF entry.

Q:21 How can I enter an NSF PTC entry?

Answer:
Step 1. From Daily work menu, select Debtor Payment option.
Step 2. Enter Debtor ID and hit tab, it will bring Debtor and client Information
Step 3. Select an NSF PTC code as follows:
• If NEW PTC PPA entry is to be NSF’d, select NSF PTC PPA
• If NEW PTC SIF entry is to be NSF’d, select NSF PTC SIF
• If NEW PTC BIF entry is to be NSF’d, select NSF PTC BIF
Step 4. Select an existing NEW PTC entry to link it with the NSF entry.

Q:24 A client disputes Agency Fee Amount on a PTC transaction. But agency has already received the invoiced amount against it. Now I can not correct the PTC entry because it is already linked with client check (CTA). What should I do now?

Answer:
Step 1. Enter an ADJ PTC FEE transaction from debtor payment screen. A –ve amount will decrease the agency fee and employee commissions and a +ve amount will increase the agency fee and employee comissions.
Step 2. Now you can link the ADJ PTC FEE entry to the NEW ATC, NEW ATC-Offset and NEW CTA-Offset entry, and it is also gets included in Automated Offset process.

Q:25 A client disputes the Fee Amount on a PTA transaction. Agency has already offset / remitted that PTA. What should I do to adjust the commission?

Answer: :
Step 1. An ADJ PTA FEE should be entered from Debtor Payment Screen. This entry increases the paybles to client and decreases agency commission. Employee Commissions are also adjusted automatically. An entry with –ve amount generates the reverse affect.
Step 2. Now you can create a NEW CTA or NEW ATC, NEW CTA-Offset or NEW ATC-Offset entry against the ADJ PTA FEE transactionan it also gets included in Automated Offset process.

Q:26 We have a Gross Client. A NEW PTA-Gross PPA transaction with amount 388.29 at 25% commission rate (commamount = 97.07) was entered on August 8th 2003. We entered an ATC remitted the gross amount to the client. Now. The client owes us the commission amount

Answer:
Step 1. Enter an ADJ PTC FEE transaction from debtor. Amount with –ve sign decreases the agency fee and employee commissions etc. Therefore, enter –38.83 in the Amount field.
Step 2. Now you can link the ADJ PTC FEE entry to the NEW ATC, NEW ATC-Offset and NEW CTA-Offset entry, and it is also gets included in Automated Offset process.

Q:27 How to edit a payment?

Answer:
Step 1. Login as a Admin or Manager Accounts
Step 2. From Daily work menu, select Debtor Payment or Client Payment or Post Date Payment Entry (which is applicable)
Step 3. Press Esc + F9 or Find button. New screen will pop-up. Locate your desired entry to be edited by entering criteria.
Step 4. Select the desired entry from Grid, and double click on it or click OK. This will load the transaction in the payment screen.
Step 5. On the payment screen, click on Edit button. This will enable fields and you can make changes as you wish.
Step 6. Click on Save button (with floppy icon). Changes are saved.

Q:28 I am unable to edit Post Dated Checks? Why?

Answer: Administrator and Manager Accounts are authorized to edit payments and post dates. Other users can not edit payments. The transactions linked to other transactions are also non-editable.

Q:29 How to Deposit PDC checks?

Answer:
Step 1. From Daily Work menu select Deposit Check.
Step 2. Enter Date Rage of your PDC due date and Hit Execute button. It will bring checks into Grid.
Step 3. Select the checks you want to deposit.
Step 4. Hit Post/Deposit Button at the Bottom of screen. This will create an entry for regular payments.

Answer:
Step 1. Select Terminate Employee Wizard from Maintenance Menu. Follow the Wizard to terminate the employee.
Step 2. Once employee has been terminated, then change category of the employee to ‘Terminated Employee’ using Employee Maintenance form from Maintenance menu.

Q:34 How to Assign Menu to Different Role?

Answer:
Step 1. Login as Admin and select Assign Menu Option to Role from Utility menu.
Step 2. Select Role from the dropdown
Step 3. Click on Assign New button. It will bring [Object List] screen. Select screen name and Click Assign Obj Button. Select View Only for that Object
Step 4. Hit Okay

Q:35 How to change Account Status, Account Q, Account Category etc. of an account in bulk?

Answer: Use Account Maintenance from Utility Menu. The screen allows to fetch account records based on different criteria. Select the loaded records (in the grid), and change the values using the controls at the bottom of screen.

Q:36 How to change collectors, and status codes etc. of debtor in bulk ?

Answer:
Step 1. Login as Admin and select Debtor Maintenance from Utility Menu.
Step 2. Enter Selection Criteria and hit Fetch Record button. The debtor records will be displayed in the grid.
Step 3. You can select the debtor records from the grid. Select the Status code and collector etc.
Step 4. Click on Update button.

Q:37 How to Change Password?

Answer: Click on Change Password from Utility Menu. It will authenticate your old password and then allow to enter new password.

Q:38 How to change salesperson, Q or Guideline Alert of clients in bulk?

Answer: Use Client Maintenance from Utility Menu. This screen allows you to fetch client records by providing different flexible criteria and then allows to change and update their critical fields in bulk.

Q:39 How to create a new letter ?

Answer:
Step 1. Letter Maintenance from Maintenance Menu
Step 2. Click on Add New button. This will prompt a screen, select an appropriate context and provide input file name as raw letter.
Step 3. Click on Fields button and select the fields from the list, these fields will become available to merging in the letter.
Step 4. Now click on the Merge Fields button, this will open the letter to merge fields.
Step 5. Drop the fields in letter. Click on Save.

Q:40 How to create an employee?

Answer:
Step 1. Select Employee Maintenance from Maintenance menu. You can Edit or add New Employee in this screen.
Step 2. Fill all user information and save with correct Employee categories and Reports To information.
Step 3. Then use Create User from Maintenance menu. Enter user name and password.

Answer: Whenever user specify a PG on collector console at Debtor level, a notification appears that “If any PG is specified on any account for the specified Debtor” and then it saves the information successfully. But if there is some Account(s) on which a PG is set then no message will prompt to the user.

Q:47 How to specify Guideline Alert on Sales Console?

Answer: In Collector Console, Guideline alerts are shown along with the Scroll Text.
Guideline alert(s) are specified at Client level whereas Scroll Text is specified at Debtor level. Both type of alerts work simultaneously.
Guideline alert(s) are maintained from the Maintenance à Guideline Alerts
These Guideline alerts are specified to certain client(s) from the client console.
Whenever a Guideline Alert Code is specified for a particular client then the same information is replicated to all of its Account(s).
And whenever a new Account is placed for a particular client then guideline alert is also replicated to the new Account.

Q:48 How to specify Scroll Text on Debtor Console?

Answer: Click Edit button on collector console for a particular debtor and specify a Scroll Text.
Access Rights to specify the scroll text on Collector Console are available to Administrator(s) & Collector(s)
There are four possible cases for these Alerts.
• Guideline Alert is not specified & Scroll Text is not specified à No Alert
• Guideline Alert is specified & Scroll Text is specified à both alerts appear
• Guideline Alert is specified & Scroll Text is not specified à Only Guideline Alert appears
• Guideline Alert is not specified & Scroll Text is specified à Only Scroll Text appears.

Q:49 How to split debtor?

Answer: Login as Admin and select Split Debtor Wizard from Utility Menu and follow the wizard. See Operation Manual for more details.

Q:50 How to transfer a file from Salesperson FL to CS?

Answer:
Step 1. If you need to do it record by record then go to Daily Work --> Manager Sales Review --> Fetch the specific record(s) --> Click Transfer FL button --> select the new/changed FL salesperson and also select the option Remove Salesperson CS as checked --> click OK
Step 2. If you need to do it in Batch then go to Utility --> Client Maintenance Form --> Fetch & Select the specific record(s) --> from the Salesperson Drop Down lists select NONE or specific Salesperson to set & --> click Update button.

Q:51 I have placed an account against a wrong client. What should I do?

Answer:
Step 1. Use Account Maintenance from Utility Menu.
Step 2. Enter Client Id as criteria and press Fetch Records button. The account records for the client will be loaded in the grid.
Step 3. To change the client id of the accounts, select the records from the grid.
Step 4. Check the Set Client checkbox. Click the Browse Client button and select a client to assign. Then click the Update button.
Note: Use Debtor Maintenance from Maintenance menu instead.

Q:52 I want to see all user’s/ web client Access login name and password?

Answer: Login as Admin and select User List from Utility menu. By default only users of type employees are shown in the grid. You can click the Client radio button to see the clients online.

Q:53 NBA Question: An account is placed in error, how can the NBA delete the account? The delete button is not activated.

Answer: Only Admin can delete account using Account Maintenance Form from Utility Menu.
Note: To delete debtors select Debtor Maintenance from Utility menu.